Dashboard framework

Usage

The dashboard framework includes widgets that appear in other parts of studio. However within dashboards, these widgets are called tiles. For example, in a dashboard, a detail view is called a detail view tile. These tiles are used to build pages such as:

My Summary
Account Summary
Policy Summary

As shown in the following screen shot, the dashboard framework includes different types of tiles. Use these tiles to:

Create a layout that helps users absorb important information and prioritize tasks.
Place elements such as charts and tables in each tile to highlight and segment specific information.

PCF elements

Primary function

Chart Tile
Column Dashboard Layout
Dashboard Column
Detail View Tile
List View Tile
Template Tile
Tile Ref

Secondary function

No elements use this widget as a secondary function.

Best Practices

Summaries

Provide high-level data summaries and include links to details as highlighted in the following screen shot.

Policy Summary screen with Primary Named Insurace field value highlighted as a link.

Layout

Follow best practices for buttons, check boxes, input columns, links, and text boxes.

The dashboard framework supports a:

One-column layout that is particularly useful for large tables as shown in the following screen shot.
Two-column layout to accommodate the need for a data-rich page with a combination of summary and detailed information.

Spacing and alignment

Use white space and horizontal and vertical dividers (lines) to clearly group content. This delineation makes content easier to scan and absorb.
Align sections on the same vertical or horizontal planes as illustrated by the red lines in the following screen shot. Proper alignment makes the page easy to scan.

Tables (List View Tiles) in Dashboards

Tables in dashboards are called list view tiles. These tables are placed with in a tile container. In a dashboard a table can display a maximum of five rows and can be reduced to three rows when space is limited.

When a list view tile has more rows than will fit in the designated space, use a View All link to take users to the additional content.
Place tables with three or fewer columns in a narrow tile, especially if the table contains related but non-crucial information such as Contacts.
Place tables with four or more columns in a wide tile.
Place tables with crucial policy information, such as Current Activities, in a wide tile.

Charts, Indicators, and Notes

See best practices for charts.
Indicators include labels and progress loader bars. For more information about:
- Labels, see best practices for labels.
- Progress indicators, see best practices for progress loader bars.

The New Note feature is available from the Actions menu and also directly within the dashboard as shown in the following screenshot.
Follow best practices for buttons, check boxes, input columns, drop-down lists, links, radio buttons, tabs, and text boxes.